See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $643,569 | $95,561+573.5% | $77,163+734.0% | $139,434+361.6% |
| Participation rate | 75.0% | 73.9%+1.1pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 12.89% | 54.92%-42.0pp | 37.87%-25.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $18,372 | $3,147+483.7% | $2,535+624.8% | $4,751+286.7% |
| Participant deferral / active EE | $9,071 | $4,624+96.2% | $3,833+136.6% | $6,710+35.2% |
| Admin fee / account holder | $21,975 | $8,295+164.9% | $5,472+301.6% | $11,403+92.7% |